*** Another Excel shit show - but an easier one ***

[-GoBengals-]

OK... so im switching Customer loyalty programs for my retail stores. 

 

sorry for the offtopic post but thems the breaks...

 

I can export customers, and it will export: Customer ID, Name, Phone, Email

I can export rewards points, and that report will export Customer Email, Name, and Rewards points Balance.

I need to end up with a report that is customer ID and rewards points balance.

 

NOTE** - Some customers have an email, some have a phone number, few have both.

 

so i need to made a spreadsheet that takes the customer ID as a staple of data, and the balance as a staple of data, and use a mix of the phone numbers and email addresses to match up those two staple points.

 

Pivot tables? whats my best method of figuring this out? Going from a program thats $600/mo to one thats $99/mo so saving $6000 a ear for the company.

[sparky151]

You could probably just use a vlookup to populate the customer email data or phone numbers (whichever is more common) to start, then a new one for the rest.

[-GoBengals-]

37 minutes ago, sparky151 said:

You could probably just use a vlookup to populate the customer email data or phone numbers (whichever is more common) to start, then a new one for the rest.

 

ill look that up, i dont think ive ever done that before. thanks!

[Hooky]

1 hour ago, GoBengals said:

 

ill look that up, i dont think ive ever done that before. thanks!

I prefer Index Match over vlookup, but vlookup might be easier to learn.

[Hooky]

Also, the word you're looking for for staple of data is data set. I say that because it may help googling-wise. You could google: how do I link 2 datasets in excel.

 

So reward points will have a custoer ID to link with a customer ID for the contact info? Each dataset being on a seperate worksheet. I could help if you wanted to email me the exports with just column headers or dummy data.